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Calvert US Large-Cap Core Responsible Index ETF
CVLC

73 hedge funds and large institutions have $548M invested in Calvert US Large-Cap Core Responsible Index ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

28% more funds holding

Funds holding: 57 → 73 (+16)

10% more capital invested

Capital invested by funds: $496M → $548M (+$51.9M)

2.18% less ownership

Funds ownership: 82.92% → 80.74% (-2.2%)

Holders
73
Holders Change
+16
Holders Change %
+28.07%
% of All Funds
0.89%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
18
Increased
30
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LA
Legacy Advisors
Pennsylvania
+$9.64M
2
WANY
Wealthspire Advisors (New York)
New York
+$3.64M
3
FT
Fiduciary Trust
Massachusetts
+$3.53M
4
JAA
Joel Adams & Associates
North Carolina
+$2.33M
5
NBWM
North Berkeley Wealth Management
California
+$1.98M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$959K
2
KWA
Kondo Wealth Advisors
California
-$612K
3
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$420K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$354K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$361K +$9.26K +111 +3%
FPAS
52
Focus Partners Advisor Solutions
Missouri
$360K -$201K -2,413 -36%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$313K +$81.8K +980 +36%
JWCA
54
J.W. Cole Advisors
Florida
$303K +$51.8K +621 +21%
JP Morgan Chase
55
JP Morgan Chase
New York
$299K -$163K -1,958 -36%
AWA
56
Aaron Wealth Advisors
Illinois
$296K – – –
CWM
57
Collaborative Wealth Management
Florida
$292K -$1.33K -16 -0.5%
TFM
58
TFC Financial Management
Massachusetts
$291K +$49K +587 +20%
VBFP
59
Valtinson Bruner Financial Planning
Minnesota
$267K -$420K -5,039 -61%
Morgan Stanley
60
Morgan Stanley
New York
$231K – – –
BAM
61
Belpointe Asset Management
Nevada
$225K +$1.17K +14 +0.5%
AIA
62
Arbor Investment Advisors
North Carolina
$208K +$206K +2,466 New
CH
63
CDKV Holdings
Colorado
$186K +$184K +2,211 New
EWM
64
Evermay Wealth Management
Virginia
$169K – – –
TCM
65
Triumph Capital Management
Colorado
$103K +$102K +1,220 New
FFA
66
Farther Finance Advisors
California
$73.6K +$72.9K +874 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$30.1K – – –
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$29K +$28.7K +344 New
FHA
69
Flagship Harbor Advisors
Massachusetts
$16.8K +$16.7K +200 New
FFA
70
Frazier Financial Advisors
Ohio
$8.42K – – –
SAM
71
Smartleaf Asset Management
Massachusetts
$5.55K – – –
GWM
72
Geneos Wealth Management
Colorado
$5.05K +$834 +10 +20%
AF
73
Allworth Financial
California
$3.37K – – –
PS
74
Principal Securities
Iowa
– -$64.7K -790 Closed
1 2
3

CVLC Hedge Fund Activity: Q4 2025 in Review

73 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) for Q4 2025, worth a combined $548M — up 10% from $496M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CVLC positions and 1 closed out — a net gain of 17 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Legacy Advisors, opening a new position worth an estimated $9.64M. The largest seller was Ameriprise, cutting an estimated $959K.

  • 73 institutional investors held Calvert US Large-Cap Core Responsible Index ETF (CVLC) as of Q4 2025, up from 57 in Q3 2025.
  • Funds reported $548M of Calvert US Large-Cap Core Responsible Index ETF stock for Q4 2025, up 10% quarter-over-quarter.
  • 18 funds opened new Calvert US Large-Cap Core Responsible Index ETF positions in Q4 2025 and 1 closed out, a net change of +17 holders.
  • The largest Calvert US Large-Cap Core Responsible Index ETF buyer in Q4 2025 was Legacy Advisors, an estimated $9.64M added.
  • The largest Calvert US Large-Cap Core Responsible Index ETF seller in Q4 2025 was Ameriprise, an estimated $959K sold.

Based on aggregated 13F filings for Q4 2025.